Creating Main KPIs and 'Last Refreshed' Card 14

Creating Historical Attrition KPIs:

1. Create 'Total Employee' KPI Card:

Select the "Card" visual from the Visualizations pane. Configure its dimensions to 106 x181 and position it at Horizontal: 0 and Vertical: 88.
Utilize measure "KPI TotalEmployees" as the data value to represent the total number of employees effectively.
Disable the "Category label" and turn off the card's background.
Activate the card's title, label it "Total Employee", apply the DIN font at size 14, align the text in the middle, and set the title's background color to #C7D4E8.
Adjust the Callout Value using the DIN font, size 30, and ensure the display unit is None, thus enhancing data readability.
In the formatting options, select ',' for number formatting under the measure tool and enable the visual border, opting for #999999 as the color to clearly delineate the card's edges.

2. Create 'Attrition Rate' KPI Card:

Copy the 'Total Employee' KPI card and paste it below 'Total Employee' KPI Card'.
Update the card's title to "Attrition Rate", keeping the text in DIN font, size 14, and centered.
Change the data source for the card to "KPI Attrition", and ensure this measure is displayed as a percentage.
Set the data type for 'KPI Attrition' to percentage in the formatting options, adjusting decimal places to zero for simplicity.
Alter the Callout Value's color to #C5A00C to make the 'Attrition Rate' visually distinct.

3. Create 'Avg Satisfaction' KPI Card:

Copy the 'Attrition Rate' KPI card and paste it below 'Attrition Rate' KPI Card.
Update the card's title to "Avg Satisfaction", keeping the text in DIN font, size 14, and centered.
Change the data source for the card to "KPI Satisfaction".
Adjust the Callout Value's color to #4AC7B0 to make the 'Avg Satisfaction' visually distinc.

4. Create 'Avg Tenure Yrs' KPI Card:

Copy the 'Average Satisfaction' KPI card and paste it below 'Average Satisfaction' KPI card.
Change the card's title to "AVG Tenure Yrs", ensuring the text remains in DIN font, size 14, and centered.
Update the data source to represent "KPI_AvgTimeSpendCompany".
Alter the Callout Value's color to #D0511A to differentiate the 'Avg Tenure Yrs' from other metrics.

5. Create 'Avg Mthly Hrs' KPI Card:

Copy the 'Average Tenure Years' KPI card and paste it below 'Average Tenure Years' KPI card.
Update the title to "Average Mthly Hrs", with text still in DIN font, size 14, and centered.
Change the data source for the card to "KPI_AvgMonthlyHrs".
Adjust the Callout Value's color to #DF1FDF to ensure the 'Avg Mthly Hrs' stands out distinctly.

6. Create 'Last Refreshed' Time Card:

Copy the 'Average Monthly Hours' KPI card and place it below 'Average Monthly Hours'.
Change the card's title to "Last Refreshed", maintaining DIN font, size 14, and centered text.
Update the data source to the "DateTime" field from your time table.
Set the Callout Value's font to DIN, size 14, color to black, ensuring clear visibility and distinction as this is not a performance KPI but rather informational.

Creating Predictive Attrition KPIs:

7. Copy KPIs: Select the five historical KPI cards, excluding the 'Last Refreshed' card. Make copies of these to use as templates for your predictive KPIs.

8. Update Data Sources for Predictive Analysis: For each copied KPI card, update the data source by switching from the historical dataset to the employee_attrition_predictions dataset. Ensure that each one is updated to represent the predictive version of its historical counterpart, such as changing Historical 'Attrition Rate' to Predictive 'Attrition Rate'.

Configuring Visibility for Historical and Predictive KPIs

9. Prepare for Toggling: Open the Selection Pane and the Bookmarks Pane within Power BI. Select all predictive KPI cards in the Selection Pane, then click to hide them, making them invisible in the current view.

10. Update Historical Attrition Bookmark:

With the predictive KPIs now hidden, navigate to the Historical Attrition bookmark in the Bookmarks Pane.
Make sure that all historical KPI cards are visible (unhide them if they are hidden).
Update the Historical Attrition bookmark to save this configuration where only historical KPIs are visible.

11. Switch to Predictive Attrition Setup:

Select the five historical attrition KPI cards in the Selection Pane and hide them.
Move to the Predictive Attrition bookmark in the Bookmarks Pane.
Unhide all predictive KPI cards so they become visible, while the historical ones remain hidden.
Update the Predictive Attrition bookmark to save this layout, ensuring only predictive KPIs are visible when this bookmark is active.
Place the predictive KPI cards exactly over where the historical KPIs are located. This step ensures they occupy the same space but are shown in different views.

12. Test Toggle Functionality: Use the toggle buttons or the bookmarks directly to alternate between the Historical Attrition and Predictive Attrition views. Check that clicking the Historical Attrition button displays only the historical KPIs and hides the predictive ones. Confirm that selecting the Predictive Attrition button reveals the predictive KPIs and conceals the historical ones. Remember, the 'Last Refreshed' card should stay visible in both views since it is common to the entire dashboard.

Create card visualizations